Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,033 | $102,422-29.7% | $147,117-51.0% | $80,959-11.0% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.7%+13.1pp |
| Annual return | 14.20% | 135.16%-121.0pp | 420.54%-406.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $771 | $3,717-79.2% | $4,932-84.4% | $2,757-72.0% |
| Participant deferral / active EE | $6,421 | $6,652-3.5% | $8,065-20.4% | $4,300+49.3% |
| Admin fee / account holder | $27,924 | $7,953+251.1% | $12,993+114.9% | $6,925+303.2% |